Sandwich Generation in a Unique Situation
Although it may be personally gratifying to financially help your elderly parents, being a member of the “sandwich generation” can result in estate planning complexities.
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Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
EDUCATION
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member, Program Coordinator 2020-2021
COMMUNITY
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
